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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

887 hedge funds and large institutions have $9.45B invested in Schwab US Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 348 increasing their positions, 305 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+28
Holders Change %
+3.26%
% of All Funds
14.2%
Holding in Top 10
136
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+13.33%
% of All Funds
2.18%
New
95
Increased
348
Reduced
305
Closed
45
Calls
$8.88M
Puts
$2.91M
Net Calls
+$5.97M
Net Calls Change
+$2.75M

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$98.9M
2
ML
McAdam LLC
Pennsylvania
+$55.4M
3
MG
Mather Group
Illinois
+$40.3M
4
TIM
Total Investment Management
Arizona
+$37.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.1M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$65.8M
2
GSIS
Global Strategic Investment Solutions
Arizona
-$63.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$22.7M
4
UBS Group
UBS Group
Switzerland
-$14.3M
5
VCA
Verdence Capital Advisors
Maryland
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
801
Ten Capital Wealth Advisors
Washington
$48.8K +$17.9K +1,096 +58%
TCM
802
TD Capital Management
Tennessee
$48.5K +$65 +4 +0.1%
JHCP
803
Jackson Hole Capital Partners
Oklahoma
$46.9K – – –
FA
804
Fortis Advisors
Pennsylvania
$46.6K +$46.6K +2,860 New
BCMLT
805
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.7K – – –
BCM
806
Blume Capital Management
California
$45.6K – – –
ACA
807
Atlas Capital Advisors
Wyoming
$43.4K – – –
Qube Research & Technologies (QRT)
808
Qube Research & Technologies (QRT)
United Kingdom
$43.1K +$43.1K +2,648 New
CCA
809
Column Capital Advisors
Indiana
$42.8K – – –
BlackRock
810
BlackRock
New York
$40.7K -$33.2K -2,036 -45%
National Bank of Canada
811
National Bank of Canada
Quebec, Canada
$39.3K – – –
KA
812
Kozak & Associates
Colorado
$36.8K – – –
EWM
813
EPG Wealth Management
Georgia
$36.8K – – –
CHC
814
City Holding Co
West Virginia
$35.3K – – –
WT
815
Washington Trust
Rhode Island
$34.5K – – –
MWC
816
MBM Wealth Consultants
Missouri
$33K – – –
BAM
817
Bellevue Asset Management
Washington
$32.6K – – –
JFA
818
JNBA Financial Advisors
Minnesota
$32K +$12.7K +776 +66%
WTC
819
WhitTier Trust Company
Nevada
$31.3K – – –
MWM
820
Mascoma Wealth Management
New Hampshire
$30.4K – – –
RDFA
821
Ritter Daniher Financial Advisory
Ohio
$30.2K – – –
CCMI
822
Creative Capital Management Investments
California
$29.7K – – –
HWM
823
HighMark Wealth Management
Minnesota
$29.4K – – –
WPA
824
West Paces Advisors
Georgia
$28.5K – – –
TAIM
825
TD Ameritrade Investment Management
Nebraska
$28K – – –
31 32
33
34 35